This week: Is it worth it to transfer savings out of your current bank to a high-yield savings account (HYSA)? Given a new law, is it wise to rollover unused 529 dollars into a Roth IRA? How can parents raise kids to be “So Money®?”
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Is there such a thing as investing "too" much? Can obtaining a home equity loan be helpful when purchasing a second home? How to find a great accountant and more.
Reviewing the best episodes of 2024 to finish the year. In this episode, we hear again from successful first-gen money experts and their insights on navigating money as the children of immigrants.
In this episode, you will learn about creating a financial plan (for beginners), borrowing from your 401(k), selecting a balance transfer card, and more.
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The So Money® Investing Blueprint
Learn Farnoosh's strategies and simple steps to invest for any goal. No gimmicks. No crypto. Just clear, efficient strategies that create real wealth.